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+30.15%
This Month
+18.1%
Year To Date
+44.24%
2 Years
+44.24%
5 Years
+44.24%
10 Years
+26.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services46.13%
- 💰 Finance21.24%
- 💻 Electronic Technology19.09%
- 🏥 Health Services12.87%
- 🛠️ Producer Manufacturing0.66%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.12%
- 🇺🇸 NYSE32.88%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.15%
- 🇳🇱 Netherlands13.12%
- 🇦🇺 Australia1.72%
Dividends
Dividend Yield
0.22%
3 out of 16 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $UNH (2.74%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL | Pay Day | Apr 24, 2026 | $0.50 |
Performance Metrics
Score 2.5/10
Beta
1.75
1.75
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-7.29
-7.29
-8
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.75
1.75
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-7.29
-7.29
-8
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.29
0.29
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.84
High:
NBIS
308.3NBISLow:
RBRK
-29.41RBRKDetails
PEG Ratio
52.06
High:ORCL
105.44ORCLLow:RBRK
-40.61RBRKDetails
Price/Book
3.63
High:
APP
75.63APPLow:RBRK
-20.37RBRKDetails
Price/Sales
3.48
High:
BMNR
624.36BMNRLow:
OSCR
0.38OSCRDetails
Price/CF
28.82
High:
PLTR
214.31PLTRLow:OSCR
3.72OSCRDetails
Price/FCF
54.9
High:ORCL
348.36ORCLLow:OSCR
3.85OSCRDetails
P/E Ratio
31.84
High:NBIS
308.3NBISLow:RBRK
-29.41RBRKDetails
PEG Ratio
52.06
High:ORCL
105.44ORCLLow:RBRK
-40.61RBRKDetails
Price/Book
3.63
High:APP
75.63APPLow:RBRK
-20.37RBRKDetails
Price/Sales
3.48
High:BMNR
624.36BMNRLow:OSCR
0.38OSCRDetails
Price/CF
28.82
High:PLTR
214.31PLTRLow:OSCR
3.72OSCRDetails
Price/FCF
54.9
High:ORCL
348.36ORCLLow:OSCR
3.85OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24% | Nov 2025 | - | 6 |
-23.54% | Aug 2024 | Jun 2025 | 10 |
-2.64% | Aug 2025 | Sep 2025 | 1 |